Podcast Spotlight: Dollars and Change
By Kristen Oliveri
On the latest episode of Dollars & Change: The Expert’s Guide to Sustainable and Responsible Investing, I joined host Peter Krull for a thoughtful conversation about the evolving mindset of ultra-high-net-worth families. We explored the generational shifts shaping how wealth is invested and stewarded today, and why I remain optimistic about the next generation of leaders entering the space. From my journey as a journalist covering the world of wealth to launching Wealth Reimagined, the discussion highlights how values, purpose, and long-term thinking are increasingly influencing the way families approach both capital and legacy.
